Inviting your team
An admin can invite teammates from Settings and choose what each person can see and do. Follow the steps to send an invitation and manage company access.
Steps
- Open Settings and find Team. Check the seat meter if your plan has a seat limit; members and open invites use seats.
- Enter the person's address under Invite by email.
- Choose a Role. Open What each role can see and do to review the access before inviting.
- Choose Create invite. If Vanward reports that it emailed the invite, the person can use that email. Otherwise, copy the address shown and send it to them.
- Ask the person to open the invite. New teammates enter their name, choose a password, and select Set password and join. Existing users can follow Sign in with an email link, then choose Accept and join with the invited address.
- Review Open invites in Team to see outstanding invitations or choose Revoke.
Choosing a role
- Admin manages the team and settings. Billing and deleting the company stay with the billing contact.
- Member uploads documents, creates ReadiLinks, and prepares or reviews close steps.
- Close lead runs the whole close without access to the readiness checklist, scores, or ReadiLinks.
- Close team works only the close steps assigned to them.
- Viewer has read-only access.
Questions and answers
- Why is Create invite unavailable?
- Only an admin can invite people. If every seat is taken, use the seat or plan options shown in Team before creating another invite. Current seat pricing appears there.
- Can I retrieve the invitation address later?
- The address is shown when the invite is created. If you no longer have it, revoke the open invite and create a new one.